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LVAEX vs RMFEX
LVAEX vs RMFEX Comparison
Open Charts LVAEX vs RMFEX
LSV Value Equity Investor
Price$27.38
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.21B
American Funds American Mutual R4
Price$59.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets108.54B
LVAEX vs RMFEX Comparison Chart in %
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LVAEX vs. RMFEX commentary
Aug 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LVAEX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. LVAEX (1.21B). LVAEX pays higher dividends than RMFEX: LVAEX (1.68) vs RMFEX (1.51). LVAEX was incepted earlier than RMFEX: LVAEX (11 years) vs RMFEX (23 years). LVAEX (0.93) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. LVAEX (26.00). RMFEX has a lower initial minimum investment than LVAEX: RMFEX (250) vs LVAEX (1000). RMFEX annual gain was more profitable for investors over the last year : 11.05 vs. LVAEX (5.83). RMFEX return over 5 years is better than : 56.76 vs. LVAEX (32.73).
| LVAEX | RMFEX | LVAEX / RMFEX | |
| Total Expense Ratio | 0.93 | 0.62 | 150% |
| Annual Report Gross Expense Ratio | 0.93 | 0.62 | 150% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 4.983 | 9.675 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 109B | 1% |
| Annual Yield % from dividends | 1.68 | 1.51 | 111% |
| Returns for 1 year | 5.83 | 11.05 | 53% |
| Returns for 3 years | 9.20 | 26.87 | 34% |
| Returns for 5 years | 32.73 | 56.76 | 58% |
| Returns for 10 years | 37.33 | 85.72 | 44% |
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